| $99.001 Capitaliz Subscription Per Month | Ongoing subscription to manage company and implement the recommendations from the Business Insights Report - Guided fastrack onboarding
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| $49.99per month/per advisor | Includes all core features! - Optimize Social Security Benefits Strategy
- Quick, accurate, easy Social Security strategy identification and comparison
- View alternate Social Security strategies
- Break-even chart to see which strategy produces the best result over all life expectancy combinations
- Client-facing seminar
- Marketing tools, including a client-facing seminar, brochure, and direct mailer example
- Access to awesome support, industry expertise, and training
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| $79.99per month/per advisor | Includes all core features! - Show Clients a Tax-Efficient Retirement
- Instantly calculates the effective marginal tax rate
- Compare alternate tax distribution strategies
- Unique Tax Map to identify tax opportunities
- Gain insight into unseen opportunities to add dollars to a retirement plan
- Access to awesome support, industry expertise, and training
- Marketing tools, including a client-facing seminar, brochure, direct mailer example, CPA introduction letter
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